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Gifts of Stock or Mutual Funds

Gifts of stock or mutual fund shares can be a convenient and beneficial way to support CJP’s Annual Campaign or to add to your Donor Advised Fund or Endowment Fund. Your gift not only supports the Jewish community in Boston and beyond, it can also bring you potential tax benefits. Transferring appreciated shares of stock or mutual funds directly to CJP may entitle you to a charitable income tax deduction for their full current market value (if the stock was owned for more than one year) without paying the capital gains tax on the appreciation. 

Click here to fill out the Stock Gift Intention Form.


Conrad Cheung
Investments and Banking Operations